+123.4%
ADI vs MO
+96.1%
+27.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.3% | +4.6% | +4.9% |
| 7D | +4.6% | +0.1% | +4.4% | +4.6% |
| 30D | -1.2% | +7.1% | -8.3% | -0.1% |
| 3M | -7.8% | -2.0% | -5.9% | -8.0% |
| 6M | +19.3% | +7.3% | +12.0% | +19.8% |
| YTD | +40.9% | +23.5% | +17.5% | +43.2% |
| 1Y | +54.5% | +11.0% | +43.5% | +55.8% |
| 3Y | +123.4% | +95.0% | +28.4% | +124.3% |
| All | +123.4% | +96.1% | +27.4% | +124.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded MO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling